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CoreCap Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CoreCap Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Buy
8,464
+227
+3% +$35.9K 0.04% 318
2026
Q1 		$1.17M Buy
8,237
+114
+1% +$16.9K 0.04% 337
2025
Q4 		$1.21M Buy
8,123
+170
+2% +$25.1K 0.04% 334
2025
Q3 		$1.16M Sell
7,953
-211
-3% -$29.6K 0.04% 339
2025
Q2 		$1.1M Sell
8,164
-254
-3% -$31.7K 0.04% 334
2025
Q1 		$1.03M Buy
8,418
+143
+2% +$18.4K 0.05% 328
2024
Q4 		$1.07M Sell
8,275
-11,659
-58% -$1.51M 0.05% 322
2024
Q3 		$2.52M Sell
19,934
-2,462
-11% -$299K 0.12% 181
2024
Q2 		$2.67M Sell
22,396
-8,599
-28% -$988K 0.28% 76
2024
Q1 		$3.56M Sell
30,995
-11,558
-27% -$1.27M 0.19% 100
2023
Q4 		$4.46M Buy
42,553
+2,039
+5% +$200K 0.29% 67
2023
Q3 		$3.8M Sell
40,514
-339
-0.8% -$33.2K 0.27% 73
2023
Q2 		$3.98M Buy
+40,853
New +$3.77M 0.28% 70
2022
Q4 		$5.93M Buy
69,943
+2,613
+4% +$223K 0.42% 45
2022
Q3 		$5.35M Buy
67,330
+494
+0.7% +$43.7K 0.45% 50
2022
Q2 		$5.61M Buy
66,836
+68
+0.1% +$6.21K 0.44% 48
2022
Q1 		$6.77M Buy
66,768
+8,393
+14% +$841K 0.47% 46
2021
Q4 		$6.3M Buy
+58,375
New +$6.13M 0.42% 48

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

CoreCap Advisors's ESGU Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.8% in Q2 2026, buying an estimated $35.9K and bringing the position to 8,464 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #318.

CoreCap Advisors first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.77M in Q1 2022. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • CoreCap Advisors held 8,464 shares of iShares ESG Aware MSCI USA ETF worth $1.39M as of Q2 2026.
  • CoreCap Advisors bought 227 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $35.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #318 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.77M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.